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Morningstar

Invesco Global Core Equity R5 AWSIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 13.56  /  1.19 %
  • Total Assets 568.4 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.45%
  • Turnover 23%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis AWSIX

Will AWSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AWSIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AWSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AWSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A long-term, focused approach.

Senior Analyst

Summary

| by Gregg Wolper

Nearly two years into its current management team's tenure, Invesco Global Core Equity's attractions and caveats remain clear. The strategy retains Morningstar Analyst Ratings of Neutral for all share classes.

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